Replace Surname Field in the Customer Service Report and eSign it in minutes

Aug 6th, 2022
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A step-by-step guide regarding how to Replace Surname Field in the Customer Service Report

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  3. Revise your document and then make more changes if required.
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How to Replace Surname Field in the Customer Service Report

4.8 out of 5
14 votes

While working on Word we often face a problem. Many times we want to send a proposal to a new customer. We remember that we have already sent a similar proposal to an existing customer. We open the original file, save it as a new file and search replace the name of the customer. Sometimes the name of the old customer remains and that can create a lot of trouble for you. Here is a brilliant way of using a very nice feature of Word called Fields, so that you never have that particular problem. Instead of manually typing the name of the customer every time what you should do is create a field. Open File menu - Info - Properties - Advanced Properties - the last tab allows you to create custom fields. Im going to create the field called customer name and type the name of one of the customers and just click add. Assume this was your sales proposal. Anytime you need the name of the customer go to this Insert - Quick Parts - Fields. There are a lot of fields, dont get worried. Choose one of

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Go to Settings ⚙ and then select Products and Services. Find the non-inventory or service item you want to change. Select Edit in the Action column.
Depending on the number of user licenses you have, QuickBooks Desktop Premier allows up to 5 users and Pro allows up to 3 users to work in a company file at the same time. If you need more than 5 users, QuickBooks Desktop Enterprise Solutions allows up to 30 users working on a company file at the same time.
Custom fields have a 30 character limit. Description columns on an invoice have a 4,000 character limit. The customer notes field (in the customer center) has a 4,000 character limit. The customer message field on sales forms has a 1000 character limit within 6 lines.
How to sort the customer list by last name Go to Customers leads and select Customers (Take me there). Select the customers name then Edit. Change the Display name as field so it shows the last name first. Select Save and close.
Unless your company policy requires it, you should not have to give a customer your full name. If someone who was not a known customer demanded my name, I would always say Maura Smith. I didnt care if they thought it was , it was easier than arguing over something that was not their business.
While the Memo field can contain 4095 characters, only 30-60 characters will display on printed checks depending on print settings. 96 characters will display on a Transaction Detail report.Character limitations for fields in QuickBooks. FieldMaximum charactersAccount Numbers7Amount20Custom Fields (items)30Customer message (Invoices)10120 more rows
QuickBooks Online Plus Billable users: 5 users. Non-billable users: 2 accountant firm users. Classes and locations (combined): 40 combined classes and locations. Chart of accounts: Maximum of 250 accounts. Tag groups: Maximum of 40 groups. Tags: Maximum of 300.
List limits for QuickBooks Desktop for Windows List nameMax number of entries (Pro, Premier)Max number of entries (Enterprise)CategoriesN/A10,000Job types10,00010,000Vendor types10,000100,000Customer types10,000100,00024 more rows

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